Original filing (PDF)20251110131508NAL0003735841001

ASPEN MANAGEMENT LLC

Name: ASPEN MANAGEMENT LLC — ASPEN MANAGEMENT LLC ALASKA 401(K) PLAN, Form 5500 (2024)
Creator: ASPEN MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

ASPEN MANAGEMENT LLC ALASKA 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASPEN MANAGEMENT LLC.

Plan sponsor

Name

ASPEN MANAGEMENT LLC

EIN

20-2011794all filings

Address

1310 26TH AVE NW · GIG HARBOR, WA · 98335

Phone

(253) 313-0595

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-30

Filed

2025-11-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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